Here are the 10-Q quarterly reports from Life360 Inc Chess DEP INT (LIFX) in our archive since June 2025, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-Q covers the quarterly report filed between annual reports, so if you follow LIFX and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full LIFX filings page.
Life360, Inc. reported Q2 2026 revenue of $158.9 million, up from $115.4 million a year earlier, driven by strong growth in subscription and advertising revenue. Subscription revenue reached $115.6 million and advertising revenue rose sharply to $22.0 million, while hardware revenue declined.
Despite higher operating expenses from increased R&D, sales and marketing, and G&A, the company generated net income of $5.1 million for the quarter and $7.8 million for the first half, both lower than prior-year periods. Operating cash flow improved to $41.0 million for the first six months, but total cash, cash equivalents and restricted cash declined to $269.8 million after deploying surplus cash into $197.9 million of short-term U.S. Treasury investments and funding acquisitions, including the Nativo ad-tech purchase.
Total assets increased to $1.05 billion, supported by higher goodwill and intangible assets, while the company maintained $320.0 million of 0.00% convertible senior notes due 2030. Life360 also initiated a share repurchase program, buying 314,762 shares for $13.2 million, leaving $211.8 million authorized for future repurchases.
Life360, Inc. reported strong top-line growth for the quarter ended March 31, 2026, with revenue rising to $143.1 million from $103.6 million a year earlier, driven mainly by higher subscription and advertising revenue. Subscription revenue grew to $108.2 million and advertising revenue to $19.7 million, while hardware revenue declined.
Despite higher revenue, the company posted an operating loss of $8.1 million compared with operating income of $2.2 million in 2025, as research and development, sales and marketing, and general and administrative expenses increased. A tax benefit of $11.7 million helped Life360 achieve net income of $2.8 million, down from $4.4 million.
Operating cash flow improved to $17.2 million, but total cash, cash equivalents, and restricted cash fell to $352.9 million after funding the $104.0 million acquisition of advertising technology company Nativo and deploying $106.1 million into U.S. Treasury short-term investments. The balance sheet also reflects $320.0 million of 0.00% convertible senior notes due 2030 and total deferred revenue of $51.9 million, with remaining performance obligations of $200.9 million.